FTSE EPRA/NAREIT Global Real Estate Index Series Monthly Review

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Audrey Carter
5 years ago
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The FTSE EPRA/NAREIT Global Real Estate Index Series is designed specifically for institutional investors who require timely, comprehensive and reliable month-end data on the global real estate

1 The FTSE EPRA/NAREIT Global Real Estate Index Series is designed specifically for institutional investors who require timely, comprehensive and reliable month-end data on the global real estate sector. Other reports in the series cover the FTSE All-World Index Series, the FTSE US Total Market Index Series, the FTSE All-Share (UK) Index Series, the FTSE Italia Index Series and the FTSE China Index Series. For further information visit or or call your local FTSE office: Beijing Dubai Hong Kong London +44 (0) Milan +39 (02) Mumbai New York FTSE (3873) Paris +33 (0) San Francisco FTSE (3873) Sydney +61 (2) Tokyo +81 (3) Page 1

2 The is a valuable tool to help investors: Understand the composition of this unique global real estate index series. Observe the performance of the headline and sub-indices within the various global, regional and sector-focused segments. Monitor index structural changes on a month-by-month basis (including additions/deletions, name and classification changes and investability weight changes). Access consistent monthly reference data at aggregate and constituent level quickly and easily. Timely and comprehensive content The contains analysis of: Regional/country and sector Capital Return, Gross Total Return and Net Total Return performance data and Total Return Dividend Yield for the leading indices within the series, including those representing the Real Estate sector as a whole and REITS/Non REITS in Global, Developed and Emerging markets, plus other sector/investment-focused indices. Top holdings analysed by region, country and ICB* sector as appropriate (with the exception of the FTSE EPRA/NAREIT Developed Property Sectors Index, which uses EPRA sector classifications). Valuation ratios (dividend yield, price to earnings, price to book, price to cash earnings, price to sales and return on equity) at aggregate index and constituent levels. Detailed constituent reports for the Developed and Emerging indices. Data is provided in USD, EUR, JPY, GBR, AUD and Local as appropriate. Examples of page content are shown overleaf. More detailed sample pages can be viewed on the website at * The Industrial Classification Benchmark (ICB) is a globally recognized standard for categorizing companies and securities, with approximately 75,000 securities worldwide classified by the system. See for more information. FTSE EPRA/NAREIT Global Real Estate Index Series The FTSE EPRA/NAREIT Global Real Estate Index Series covers the world's largest investment markets and includes a range of regional and country indices, capped indices, Dividend+ indices, Global Sectors, Investment Focused and REITs and Non-REITs series. The series covers Global, Developed and Emerging markets as well as the UK s AIM market. The indices are produced by FTSE in partnership with the European Public Real Estate Association (EPRA), a pan-european common interest group, and the National Association of Real Estate Investment Trusts (NAREIT), which is a US-focused organisation. The is typically available in PDF format from our website around five business days after month-end. Please see page 5 for more information on how to register to receive this report. Page 2

Performance Data Index families covered in the : Dividend Yield and five valuation factors Regional

Return in USD, EUR, JPY, GBP, AUD and LOC as appropriate Index weight FTSE EPRA/NAREIT Global Real

REITS/Non-REITS Index FTSE EPRA/NAREIT Developed REITS/Non-REITS Index FTSE EPRA/NAREIT Emerging

Investment Focus Index 1m relative performance by region/country 5-year performance time series for

3 Performance Data Index families covered in the : Dividend Yield and five valuation factors Regional and country performance tables are provided for Capital Return, Gross Total Return and Net Total Return in USD, EUR, JPY, GBP, AUD and LOC as appropriate Index weight FTSE EPRA/NAREIT Global Real Estate Index FTSE EPRA/NAREIT Developed Index FTSE EPRA/NAREIT Emerging Index FTSE EPRA/NAREIT Global REITS/Non-REITS Index FTSE EPRA/NAREIT Developed REITS/Non-REITS Index FTSE EPRA/NAREIT Emerging REITS/Non-REITS Index FTSE EPRA/NAREIT Developed Property Sectors Index FTSE EPRA/NAREIT Developed Investment Focus Index 1m relative performance by region/country 5-year performance time series for all the major indices in each family 5-year dividend yield time series for all the major indices in each family Page 3

Developed Property Sectors Index which uses the EPRA classification system.

4 Top Holdings by Region and Country Country holdings analyzed by Industry Classification Benchmark (ICB)* Price and Weight * ICB sector classifications are used for all index families with the exception of FTSE EPRA/NAREIT Developed Property Sectors Index which uses the EPRA classification system. Constituent Reports Proportion of company s share capital included in the index Trading volume data Dividend Yield and five valuation factors Month-end price Page 4

5 Accessing the register for complimentary PDF copies PDF format: Up to two employees per organization can register on the website to download a complimentary PDF copy of the (subject to FTSE s Terms and Conditions). Thereafter, a subscription will be required for additional users. More details on subscription rates can be obtained from the FTSE office nearest to you. Hard copy format: Hard copies of the book can be provided. These are provided on a subscription basis. More details on subscription rates can be obtained from the FTSE office nearest to you. For more information Please contact the sales team in your nearest FTSE office: Beijing Dubai Hong Kong London +44 (0) Milan +39 (02) Mumbai New York FTSE (3873) Paris +33 (0) San Francisco FTSE (3873) Sydney +61 (2) Tokyo +81 (3) Other monthly reviews in the series For more information on the other monthly reviews in the series, see: FTSE All-World Index Series FTSE US Total Market Index Series FTSE All-Share Index Series UK FTSE Italia Index Series FTSE China Index Series Page 5

6 LONDON NEW YORK HONG KONG TOKYO BEIJING DUBAI MILAN MUMBAI PARIS SAN FRANCISCO SHANGHAI SYDNEY Page 6

Ground Rules for the Management of the FTSE EPRA/NAREIT Global Real Estate Index Series

Ground Rules for the Management of the FTSE EPRA/NAREIT Global Real Estate Index Series Version 2.9, January 2008 1 Table of contents 1. Introduction...4 2. Nationality...7 3. Status of Indices...8 4.